CIK: 0001583751
申报总市值
US$18.8亿
仅显示前 200 大持股（共 1504 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 8.36% | -0.25% | +4.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.30% | -0.06% | +0.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.08% | — | -0.07% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.38% | -0.06% | -5.62% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.02% | +0.04% | -0.60% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.28% | +9.34% | |
| 7 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.40% | — | -3.86% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.37% | +0.12% | -8.25% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.98% | +0.07% | -11.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | -0.08% | +50.06% | |
| 11 | HON | Honeywell International INC | 股票-工业 | 1.74% | +0.02% | -0.47% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.04% | -2.97% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.10% | -4.20% | |
| 14 | MMM | 3m Co | 股票-工业 | 1.53% | — | -0.74% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.35% | — | -12.33% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.34% | — | -1.12% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.26% | — | -3.73% | |
| 18 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.10% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | -0.06% | -4.97% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 0.98% | +0.08% | +0.03% | |
| 21 | WWD | Woodward INC | 股票-工业 | 0.97% | +0.03% | — | |
| 22 | ZION | Zions Bancorp NA | 股票-金融 | 0.96% | — | -8.54% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.93% | — | -21.31% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.93% | +0.04% | -3.33% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.92% | — | -1.77% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | -5.29% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.90% | — | -1.09% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.90% | — | -2.09% | |
| 29 | AXON | Axon Enterprise INC | 股票-工业 | 0.87% | — | -48.18% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | — | -1.47% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.81% | — | -2.75% | |
| 32 | AMGN | Amgen INC | 股票-医疗保健 | 0.80% | — | -1.83% | |
| 33 | ✓ | Calavo Growers INC | 股票-其他 | 0.80% | — | -10.75% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | -0.04% | -10.35% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | — | -0.77% | |
| 36 | ZS | Zscaler INC | 股票-科技 | 0.72% | — | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | -10.33% | |
| 38 | INTU | Intuit INC | 股票-科技 | 0.64% | — | -2.25% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +2.68% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | -0.40% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.15% | -5.14% | |
| 42 | BIIB | Biogen INC | 股票-医疗保健 | 0.60% | — | -8.51% | |
| 43 | COR | Cencora INC | 股票-医疗保健 | 0.59% | +0.02% | NEW | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | -2.01% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.53% | — | -42.00% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -0.36% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | -3.73% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.50% | — | -4.39% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.50% | — | +22.28% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.48% | — | — |